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What was filed

  • 158

    investments

  • 4

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 2

    income

  • 0

    spouse income

Named parties

  • Merged into ViacomCBS
  • Trust No. 2
  • Custodian of Accounts JSL 1 through 3, BCS 1 through 6, and SSD 1 through 3
  • Federal Bar Association, Orange County
  • Association of Business Trial Lawyers, Orange County
  • Institute for Complex Litgation, Emory University
  • American Bar Association, TIPS Section
  • Association of Business Trial Lawyers, OC
  • O'Melveny & Myers--retirement pension, paid monthly
  • Selna Descendants Trust for the Benefit of James V. Selna --life income beneficiary, paid periodically throughout year

As filed

Real Property:

Parcel 1, Cambria, CA — None

Parcel 2, Antelope Valley, CA — None

Held in Account 1

Verizon common — Dividend

AT & T Corp. common — Dividend

Comcast Corp. class A common — Dividend

Corning common — Dividend

General Electric — Dividend — Sold (part)

General Electric — Distributed (part)

Wabtec — Dividend — Spinoff (from line 9)

Estee Lauder common — Dividend

Microsoft common — Dividend

Newell Rubbermaid common — Dividend

Pepsico Inc. common — Dividend

Tyson Foods Inc. common — Dividend

Walmart common — Dividend

Charles Schwab Bank Account — Dividend

Bed Bath & Beyond common — Dividend

Southwest Airlines common — Dividend

Consolidated Edison — Dividend

Pimco Total Return — Dividend

Gabelli Small Cap Growth — Distribution

CSX common — Dividend

Alaska Airlines — Dividend

Apache Oil — Dividend

Total S A — Dividend

Held in Account 3:

Charles Schwab Bank Account — Dividend

Intel Corp. common — Dividend

Ford Motor common — Dividend

Advanced Micro Devices common — None — Sold (part)

Caleres Inc. — Dividend

Manitowoc Company common — None

Welbilt, Inc. — None

Jet Blue common — None

AT & T — Dividend

Aronic — Dividend

Alcoa — None

Arcellor Mittal — Dividend

Kroger Company — Dividend

Office Depot — Dividend

Smatrt & Final Stores — None — Sold

Sprouts Farmers Market — None — Buy

Held in Account 4:

Duke Energy common — Dividend

Enbridge Inc. — Dividend

Schwab S & P Investors Fund — Dividend

Charles Schwab Bank Account — Dividend

Bank of America — Dividend

Caleres Inc. — Dividend

Cabellas — None

CVS Caremark — Dividend

Corning — Dividend

Intel Corporation — Dividend

Stanlely Black & Decker — Dividend

AT & T common — Dividend

Sunoco common — Dividend

Royal Dutch Shell — Dividend

Alaska Airlines — Dividend

Chico's FAS — Dividend

IBM — Dividend

Verizon — Dividend

Held in Account 5:

AT & T Corp. common — Dividend

Comcast Corp. common — Dividend

Conagra Foods common — Dividend

Lamb Wesson — Dividend

Ford Motor Co. common — Dividend

HP, Inc. — Dividend

Perspecta Inc. — Dividend

Hewlett Packard Enterprises — Dividend

DXC Technologies — Dividend

Micro Focus Intl — Dividend

Qurate Retail Inc (QRTERA) — None

Liberty Interactive (LVNTA) — None

Liberty Media Corp., Series A Liberty Sirius XM (LSXMA) — None

Liberty Media Corp., Series C Liberty Sirius (LSXMK) — None

GCI Liberty Inc. (GLIBA) (formerly Liberty Media Corp. (LMCK)) — None

Mattel Inc. common — None

Microsoft common — Dividend

Oralce common — Dividend

Tyson Foods Inc. common — Dividend

NortonLifeLock (name change from Symantec Corp.) — Dividend

ViacomCBS (name change from CBS Corp.) — Dividend — Spinoff (from line 109)

Waste Management common — Dividend

Xcel Energy, Inc. common — Dividend

Charles Chawab Bank Acccount (FKA Charles Schwab Money Market Fund) — Dividend

Southwest Airlines common — Dividend

Intel Corp. — Dividend

Wal-Mart Stores Inc. — Dividend

Apache Corporation — Dividend

Home Depot common — Dividend

General Electric common — Dividend — Distributed (part)

Wabtec — Dividend — Spinoff (from line 100)

United Technologies — Dividend — Buy

CVS Caremark — Dividend

DowDupont — Dividend — Distributed (part)

Corteva — Dividend — Spinoff (from line 104)

Dow Inc DOD — Dividend — Spinoff (from line 104)

Chemours Co. — Dividend

Royal Dutch Shell B — Dividend

Verizon — Dividend — Sold — Merged into ViacomCBS

Schlumberger — Dividend

Held in Account 7:

Charles Schwab Bank Account — Dividend

IBM common — Dividend

AT&T — Dividend

Trust No. 2:

Charles Schwab Bank Account — Dividend

GNMA PL — Dividend

National Grid PLC — Dividend — Sold

Xcel Energy Inc. common — Dividend

Essex Property Trust — Dividend

Urstadt Biddle Properties — Dividend — Sold

Urstadt Biddle Class A — Dividend — Sold

Bank of America Corp. — Dividend

AT & T Corp. new — Dividend

Royal Dutch Shell B — Dividend — Buy (add'l)

Verizon — Dividend — Buy

Held in Account 8

Cisco Systems common — Dividend

General Electric common — Dividend

Wabtec Corp. — Dividend — Spinoff (from line 132)

AT & T — Dividend

Northern Trust US Govt Money Market Fund X — Dividend

O & M Investment Partners:

O & M Investment Partners/Lesser Moore — Dividend — Sold

Bank Accounts:

Bank of America — None

One West Bank — Interest

Custodian Accounts:

Custodian Account BCS 1

Xcel common — Dividend

Custodian Account BCS 2

Xcel common — Dividend

Custodian Account BCS 3

Xcel common — Dividend

Custodian Account BCS 4

Xcel common — Dividend

Custodian Account BCS 5

Xcel common — Dividend

Custodian Account BCS 6

Xcel common — Dividend

Custodian Account JSL1

Xcel common — Dividend

Custodian Account JSL2

Xcel common — Dividend

Custodian Account JSL3

Xcel common — Dividend

Custodian Account SSD1

Xcel common — Dividend

Custodian Account SSD2

Xcel common — Dividend

Custodian Account SSD3

Xcel common — Dividend

Trustee, Trust No. 2

Custodian, Custodian of Accounts JSL 1 through 3, BCS 1 through 6, and SSD 1 through 3

Director, Federal Bar Association, Orange County

Member, Judicial Advisory Council, Association of Business Trial Lawyers, Orange County

Agreement — 1978 — O'Melveny & Myers LLP Partnership Agreement, retirement benefit, no control

Reimbursement — Institute for Complex Litgation, Emory University — February 28-29. 2019 — Newport Beach, California — Participant — Food, Lodging

Reimbursement — American Bar Association, TIPS Section — April 3-5, 2019 — Coronado, California — Speaker — Food, Lodging, Airfare

Reimbursement — Association of Business Trial Lawyers, OC — April 25-28, 2019 — Rancho Palos Verde, California — Speaker — Food, Lodging, Mileage

Reimbursement — Association of Business Trial Lawyers, OC — October 2-6, 2019 — LaQuinta, California — Speaker — Food, Lodging, Mileage

Income — 2019 — O'Melveny & Myers--retirement pension, paid monthly — $122,388.00

Income — 2019 — Selna Descendants Trust for the Benefit of James V. Selna --life income beneficiary, paid periodically throughout year — $24,052.27

1. Section VII, line 68: Verizon was inadvertently omitted from the 2018 AO-10. The 2018 entry should have read:

Col. A Col. B(1) Col. B(2) Col. C(1) Col. C(2) Col. D(1) Col. D(2) Col. D(3)

Verizon A Dividend J T Buy 5/7/19 J

2. Section VII, line 138: O &M Investment Partners/Lesser Moore. The gain in Col. D(4) is an estimate. I have not received the 2019 K-1 for this investment yet.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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